See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,163 | $56,054-49.8% | $171,082-83.5% | $62,891-55.2% |
| Participation rate | 76.9% | 62.9%+14.0pp | 76.7%+0.2pp | 69.3%+7.6pp |
| Annual return | 17.13% | 22.52%-5.4pp | 32.56%-15.4pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,292 | $1,731-25.4% | $4,002-67.7% | $2,281-43.3% |
| Participant deferral / active EE | $3,153 | $3,158-0.1% | $4,797-34.3% | $3,203-1.5% |
| Admin fee / account holder | $291 | $3,647-92.0% | $8,520-96.6% | $4,296-93.2% |